Joe Westheimer

210.249.2304
Email Joe Westheimer

Helen Hicks Groos
210.249.2387
Email Helen Hicks Groos

Jim Gleaves
713.346.1337
Email Jim Gleaves

Joe Westheimer and Helen Hicks Groos are located at Eichlitz’ San Antonio office. Jim Gleaves is located at Wortham’s Houston office and is available to work on your project with Joe and Helen as needed.  
 
 
  Finance & Insurance

At Eichlitz and the Wortham Group, we know how to arrange complex insurance coverages to help clients protect themselves as they expand. When a real estate development firm needed to raise capital through a public limited partnership and real estate investment trusts (REITs), it turned to the Wortham Group to analyze potential exposures that directors, officers and other employees could face. Following an in-depth evaluation of the proposed corporate and partnership structure, our team recommended liability coverage for the firm along with errors and omissions coverage. The Wortham Group quickly placed the coverages, and the limited partnership and REIT units were successfully marketed.


The Eichlitz team of insurance and risk management specialists help solve challenges for clients in the finance and insurance industry, including:

  • Banks
  • Money management firms
  • Real estate investment trusts (REITs)
  • Consumer finance companies
  • Insurance carriers.

We serve clients of every size - from small, privately held partnerships to Fortune 100 corporations.

We understand the unique insurance complexities that our clients in the finance and insurance industry face. In addition to complete insurance coverage programs for their operations, we also focus on clients’ special requirements in the professional indemnity and surety areas, where we bring significant expertise and presence in the insurance markets.

We also pay special attention to new developments in the insurance industry that can affect the overall risk management strategy and placement of insurance coverage for our clients. For the finance and insurance industry, professional liability represents a growing concern and our team is adept at proactively advising clients in this area.